Job description
At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care,a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we’ve helped over 700,000 clients on their path to a brighter future.
While we’re proud of what we’ve already accomplished, we’re searching for new collaborators to help us get to the next level! If you’re looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
We are looking for a qualified Sales Operations Associate to join our team. You will ensure sales agents are meeting expectations and provide support to customer inquiries. Our ideal candidate is an experienced professional with knowledge of sales and customer service best practices. You should also be able to interpret sales metrics and be goal-oriented. We expect you to perform well in a team environment and have exceptional people skills. Ultimately, you should be able to contribute to creating and maintaining good customer relationships and ensuring smooth sales team operations.
ESSENTIAL DUTIES & RESPONSIBILITIES
Responsibilities may include, but are not limited to the following:
- Provide day to day auditing and review sales agents call recordings
- Find discrepancies in sales process and provide reporting
- Provide data to help the sales management team
- Monitor performance indicators
- Manage sales tracking tools and report on important information
REQUIREMENTS
- 1-2 years experience supporting inside sales environment
- Experience working in a CRM, preferably Salesforce
- Basic experience in Excel or Google Sheets
- Experience supporting a team
- Forward looking thinker, who actively seeks opportunities and proposes solutions
- Highly resourceful team-player, with the ability to also be effective independently
- In-depth understanding of sales principles and customer service practices
- Excellent communication skills
- Analytical and multitasking skills
#LI-KW1
The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
Base Salary Range
$60,000—$75,000 USD
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
